How a customer accepts an estimate
Open the page, tick the options, verify with a 6-digit email code, accept. What happens on both sides.
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Customers never need an account or an app. They open a page or a PDF from your email, SMS or WhatsApp and see the exact version you approved.
- 01
Open
The link opens the proposal page in the browser. The PDF is attached for people who prefer it.
- 02
Choose
They tick the options and add-ons they want; the total updates as they choose.
- 03
Verify
A 6-digit code is sent to their email address. On Business, Smart-ID or Mobile-ID can be offered per proposal instead.
- 04
Accept
Their name, the time and the exact version are recorded. The signed PDF goes to both sides and the version is locked.
What goes with the proposal
Pre-contract information, the withdrawal form and your terms travel with every proposal. For consumers the 14-day withdrawal notice is handled. The payment plan with its dates is on the page, for example 30 % advance, 40 % at start of works and 30 % on completion.
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